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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Charlottesville, VA

Every SEC-registered investment adviser representative at a firm office in Charlottesville, with the firms that employ the most of them.

272 registered advisors work in Charlottesville; the most are at Wells Fargo Clearing Services, LLC (24). 45 list the CFP designation and 178 are also registered broker representatives.

Firms with the most advisors in Charlottesville

FirmAdvisors in Charlottesville
Wells Fargo Clearing Services, LLC news24
LPL Financial LLC news17
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
Ameriprise Financial Services, LLC news15
Davenport & Company LLC14
Truist Advisory Services, Inc. news11
Raymond James Financial Services Advisors, Inc. news9
Cary Street Partners7
Marotta Wealth Management, Inc.7
Cetera Investment Advisers LLC news6
Stifel, Nicolaus & Company, Incorporated news6
A. N. Culbertson & Company, Inc.5
Charles Schwab & Co., Inc. news5
Wells Fargo Advisors Financial Network, LLC news5
Capitol Securities Management, Inc.4
Chase Investment Counsel Corporation4
Edward Jones news4
Solitude Financial Services, Inc.4
State Farm Investment Management Corp.4
Tiaa-Cref Individual & Institutional Services, LLC4
Brown Advisory3
Chilton Investment Services, LLC3
Emergent Financial Services, LLC.3
J.P. Morgan Securities LLC news3
Morgan Stanley news3

Advisors in Charlottesville, A to Z

CFP advisors in Charlottesville →

Other cities in Virginia

All of Virginia →

Richmond 1,274McLean 622Vienna 570Virginia Beach 533Reston 368Alexandria 360Roanoke 336Glen Allen 300Fairfax 295Norfolk 242Arlington 224Midlothian 223Williamsburg 207Leesburg 149Lynchburg 147Newport News 125Harrisonburg 123Falls Church 122Chesapeake 118Ashburn 105Fredericksburg 102Winchester 102Tysons Corner 86Herndon 70

Questions

How many financial advisors are in Charlottesville, VA?

272 investment adviser representatives are registered at firm offices in Charlottesville, Virginia, according to the SEC's Investment Adviser Public Disclosure records. 178 of them are also registered as broker representatives, and 45 list the CFP designation.

Which firm has the most financial advisors in Charlottesville?

Wells Fargo Clearing Services, LLC, with 24 registered advisors in Charlottesville, followed by LPL Financial LLC with 17.

How do I check a financial advisor in Charlottesville?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.